can updates to line items include photos?
I have an audit that is conducted and I'm trying to figure a way to automatically send follow up requests to ensure the item is addressed.
Based on a closure date, can I send some "form" or something that asks them to provide closure notes, date it was closed and photo evidence?
Not really sure if this can be done. I know with the forms, attachments can be put in there, but this would not be a form, but a notification from the sheet itself to track closure of findings.
Thoughts ???
Answers
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I hope you're well and safe!
You could use Update Requests.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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TY - do I just put in the note to add a photo? Guess I'm not sure how best to communicate that.
So the get a notification asking to provide an update for the line item.
How do the add a photo? is there a way to drag and drop?
I am hoping to be pretty simple as I am working with folks not english speaking (irish, german, spanish, etc)
So simple directions for updates would help for success.
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Happy to help!
Yes, you could add instructions to the Message area.
- On mobile, they would click on "Upload Files" and on iPhone, they can select from the Picture Library, Take a photo or select a file.
- On a Mac, it opens up to selecting files.
Would that work?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.